AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC (EIN 23-7067770)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-04
- IRS object ID
- 202402789349301550
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-04T11:52:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237067770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7038362272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2318 MILL ROAD 1300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223141552 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA GABLES | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7038362272 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2024-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA GABLES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2318 MILL ROAD 1300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223141552 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,544,170 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 125 | TotalEmployeeCnt |
| Total Volunteers | 640 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,969,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,073,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,592,255 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,796,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $813,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $197,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,994,399 | PYOtherRevenueAmt |
| CY Other Revenue | $3,267,821 | CYOtherRevenueAmt |
| PY Total Revenue | $30,369,572 | PYTotalRevenueAmt |
| CY Total Revenue | $31,334,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $637,282 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $584,069 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,684,621 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,263,255 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,312,032 | PYOtherExpensesAmt |
| CY Other Expenses | $16,821,139 | CYOtherExpensesAmt |
| PY Total Expenses | $28,633,935 | PYTotalExpensesAmt |
| CY Total Expenses | $34,668,463 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,735,637 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,333,591 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,451,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,557,026 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,131,912 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,931,717 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,319,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,625,309 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES, AND TO SUPPORT EFFORTS TO ENABLE THEM TO IMPROVE THE QUALITY, ACCESSIBILITY, AND COST-EFFECTIVENESS OF PATIENT-CENTERED HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PROMOTION OF QUALITY, COST-EFFECTIVE, AND ACCESSIBLE HEALTH CARE, AS WELL AS THE PROFESSIONAL AND PERSONAL DEVELOPMENT OF PHYSICIAN ASSOCIATES. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 303 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 125 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038362272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2318 MILL ROAD 1300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223141552 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FOLUSHO OGUNFIDITIMI | ||||||||
| PRESIDENT (BEG 07/01/23) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER M OROZCO | ||||||||
| PRESIDENT (THRU 6/30/23) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JASON PREVELIGE | ||||||||
| PRESIDENT-ELECT (BEG 07/01/23) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETH SMOLKO | ||||||||
| IMM. PAST PRESIDENT (THRU 06/30/23) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TODD PICKARD | ||||||||
| VP/SPEAKER OF THE HOUSE | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAUREN DOBBS | ||||||||
| SECRETARY-TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID BUNNELL | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE CLAYTON | ||||||||
| DIRECTOR, FIRST VICE SPEAKER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NATALIE CRUMP | ||||||||
| STUDENT DIRECTOR (THRU 06/30/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KIERRA GIPSON | ||||||||
| STUDENT DIRECTOR (BEG 07/01/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC MARTINEZ | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEANNA BRIDGE NAJERA | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHTON OGLE | ||||||||
| DIRECTOR-AT-LARGE (BEG 07/01/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS PYLES-SWEET | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $5,840 | $0 | $0 | |||
| DESMOND WATT | ||||||||
| DIRECTOR-AT-LARGE (THRU 06/30/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY WALSH SHERYKA | ||||||||
| DIRECTOR, SECOND VICE SPEAKER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA GABLES | ||||||||
| CEO | 40.00 | Yes (X) | $555,509 | $0 | $52,291 | |||
| DONNA NOGAY | ||||||||
| SVP, MKT & MS | 40.00 | $310,216 | $0 | $36,248 | Yes (X) | |||
| KAREN MORGAN | ||||||||
| SVP, COVN (THRU 07/06/23) | 40.00 | $381,950 | $0 | $34,591 | Yes (X) | |||
| DANIEL PACE | ||||||||
| VP, EDU & RES | 40.00 | $225,657 | $0 | $39,852 | Yes (X) | |||
| ANIL RAVANDUR | ||||||||
| VP, IT | 40.00 | $233,542 | $0 | $37,791 | Yes (X) | |||
| MICHAEL POWE | ||||||||
| VP, RP ADV | 40.00 | $219,166 | $0 | $32,088 | Yes (X) | |||
| PHILLIP BONGIORNO | ||||||||
| SVP, ADV & GOV REL (THRU 07/06/23) | 40.00 | $210,599 | $0 | $33,547 | Yes (X) | |||
| TATE HEUER | ||||||||
| VP, FEDERAL ADVOCACY | 40.00 | $205,691 | $0 | $34,539 | Yes (X) | |||
| DEL BAKER-ROBERSON | ||||||||
| DIRECTOR, SBD (THRU 11/03/23) | 40.00 | $196,786 | $0 | $17,780 | Yes (X) | |||
| PATRICIA BEESON | ||||||||
| VP, HUMAN RESOURCES | 40.00 | $191,507 | $0 | $26,488 | Yes (X) | |||
| ANGELA SHUMAN | ||||||||
| VP, STATE ADV & OUTRCH | 40.00 | $182,120 | $0 | $7,640 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,918,583 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $352,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPTIMUM RESPONSE LLC | |||||
| 11567 LILTING LANE | FAIRFAX STATION | VA | 22039 | MEDIA SERVICES | $1,242,539 |
| CMG PARTNERS LLC | |||||
| 359 BLACKWELL ST STE 240 | DURHAM | NC | 20007 | GRANT CONSULTING SERVICES | $911,098 |
| MUSIC CITY CENTER | |||||
| 201 REP JOHN LEWIS WAY SOUTH | NASHVILLE | TN | 37203 | ANNUAL CONFERENCE SERVICES | $768,788 |
| IHEARTMEDIA ENTERTAINMENT INC | |||||
| 20880 STONE OAK PKWY | SAN ANTONIO | TX | 782587460 | MEDIA SERVICES | $565,173 |
| HARRIS INSIGHTS & ANALYTICS LLC | |||||
| 300 N LASALLE DREIVE SUITE 5575 | CHICAGO | IL | 60654 | ANALYTICAL SERVICES | $241,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $479,737 | GovernmentGrantsAmt |
| All Other Contributions | $2,593,512 | AllOtherContributionsAmt |
| Total Contributions | $3,073,249 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $15,716,076 | $15,716,076 | |
| MEETING/CONVENTION | 900099 | $7,116,332 | $7,116,332 | |
| SPONSORSHIPS | 900099 | $982,250 | $982,250 | |
| PROGRAM SERVICES | 900099 | $982,132 | $982,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,796,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $716,080 | TotalRevenueColumnAmt |
| Exclusion | $716,080 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,122,162 | TotalRevenueColumnAmt |
| Exclusion | $3,122,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,690,230 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,209,298 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$519,068 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$519,068 | TotalRevenueColumnAmt |
| Exclusion | -$519,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $126,084 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $126,084 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MAILING LIST | 900099 | $11,430 | $11,430 |
| MISCELLANEOUS INCOME | 900099 | $8,145 | $8,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,575 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,334,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,940,624 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,320,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,335 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,734 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,353 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,599,390 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,321 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,078 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,113 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,859 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,154 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,667 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,274,769 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,541 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,126 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314,423 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,864 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,587 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,214,643 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,165 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,105 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES & SUBSCRIPTIONS | $711,390 |
| COMMISSIONS & FEES | $603,170 |
| BANK & CC FEES | $602,862 |
| FRAUD LOSS | $565,173 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,711 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,668,463 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,837,910 | BOYAmt |
| EOY | $3,112,974 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,438 | BOYAmt |
| EOY | $1,135,221 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,910 | BOYAmt |
| EOY | $1,012,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,566,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,051,663 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,059 | BOYAmt |
| EOY | $514,959 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,876,411 | BOYAmt |
| EOY | $29,442,866 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,754,975 | BOYAmt |
| EOY | $7,338,523 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,451,703 | BOYAmt |
| EOY | $42,557,026 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,359 | BOYAmt |
| EOY | $2,566,565 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,971,444 | BOYAmt |
| EOY | $11,168,162 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,333,109 | BOYAmt |
| EOY | $9,196,990 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,131,912 | BOYAmt |
| EOY | $22,931,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,305,082 | BOYAmt |
| EOY | $19,625,309 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,709 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,319,791 | BOYAmt |
| EOY | $19,625,309 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,451,703 | BOYAmt |
| EOY | $42,557,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,333,591 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,639,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $15,716,076 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $669,771 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$346,184 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $323,587 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $571,921 | AggregateReportedDuesNtcAmt |
| Carried Over | -$248,334 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,907,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,907,880 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,658,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,143,783 | DepreciationAmt |
| Book Value | $514,959 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $514,959 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION | $66,984 |
| DUE FROM RELATED PARTIES | $7,359 |
| RIGHT-OF-USE ASSET | $7,264,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,338,523 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $66,984 |
| DUE TO PAC | $377 |
| LEASE LIABILITY | $9,129,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,196,990 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,351,636 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,639,109 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$352,678 | OtherRevenueAmt |
| Revenue Not Reported | $3,286,431 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,065,205 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $269,667 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $269,667 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,334,872 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,016,889 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $183,266 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $183,266 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,833,623 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $269,667 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $565,173 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $834,840 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,668,463 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ACADEMY IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(6). THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. WE HAVE DETERMINED THAT THE ACADEMY HAD NO NET UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS AND THE ACADEMY HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PAC REVENUE 212,495. FRAUD EXPENSE -565,173. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PAC EXPENSES 183,266. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FRAUD EXPENSE 565,173. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||||||
| 301 PETERSON SERVICE BUILDING | LEXINGTON | KY | 40506 | 616033693 | 501(C)(3) | $27,778 | $0 | RESEARCH GRANT |
| RUSH UNIVERSITY | ||||||||
| 600 S PAULINA ST SUITE 746 AAC | CHICAGO | IL | 606123806 | 362174823 | 501(C)(3) | $11,557 | $0 | RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STIPENDS AND HONORARIUM | 340 | $451,808 |
| AWARDS AND GIFTS | 68 | $46,426 |
| CONTRIBUTIONS | 1 | $8,000 |
| RESEARCH GRANT | 1 | $35,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES REGULAR REPORTING AND RECONCILIATION FOR ITS GRANTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA GABLES | ||||||||||||||
| CEO | $527,905 | $0 | $25,500 | $0 | $2,104 | $0 | $42,027 | $0 | $16,333 | $0 | $613,869 | $0 | $0 | $0 |
| KAREN MORGAN | ||||||||||||||
| SVP, COVN (THRU 07/06/23) | $187,753 | $0 | $0 | $0 | $194,197 | $0 | $6,313 | $0 | $34,410 | $0 | $422,673 | $0 | $0 | $0 |
| DONNA NOGAY | ||||||||||||||
| SVP, MKT & MS | $298,070 | $0 | $8,917 | $0 | $3,229 | $0 | $12,410 | $0 | $33,894 | $0 | $356,520 | $0 | $0 | $0 |
| ANIL RAVANDUR | ||||||||||||||
| VP, IT | $223,946 | $0 | $7,789 | $0 | $1,807 | $0 | $9,220 | $0 | $32,750 | $0 | $275,512 | $0 | $0 | $0 |
| DANIEL PACE | ||||||||||||||
| VP, EDU & RES | $201,107 | $0 | $24,155 | $0 | $395 | $0 | $8,696 | $0 | $41,125 | $0 | $275,478 | $0 | $0 | $0 |
| MICHAEL POWE | ||||||||||||||
| VP, RP ADV | $206,741 | $0 | $6,212 | $0 | $6,213 | $0 | $8,479 | $0 | $25,815 | $0 | $253,460 | $0 | $0 | $0 |
| TATE HEUER | ||||||||||||||
| VP, FEDERAL ADVOCACY | $198,919 | $0 | $6,142 | $0 | $630 | $0 | $8,383 | $0 | $35,668 | $0 | $249,742 | $0 | $0 | $0 |
| PHILLIP BONGIORNO | ||||||||||||||
| SVP, ADV & GOV REL (THRU 07/06/23) | $164,150 | $0 | $7,950 | $0 | $38,499 | $0 | $6,064 | $0 | $32,791 | $0 | $249,454 | $0 | $0 | $0 |
| PATRICIA BEESON | ||||||||||||||
| VP, HUMAN RESOURCES | $176,839 | $0 | $12,216 | $0 | $2,452 | $0 | $6,946 | $0 | $21,766 | $0 | $220,219 | $0 | $0 | $0 |
| DEL BAKER-ROBERSON | ||||||||||||||
| DIRECTOR, SBD (THRU 11/03/23) | $171,397 | $0 | $5,700 | $0 | $19,689 | $0 | $6,595 | $0 | $12,901 | $0 | $216,282 | $0 | $0 | $0 |
| ANGELA SHUMAN | ||||||||||||||
| VP, STATE ADV & OUTRCH | $178,935 | $0 | $2,625 | $0 | $560 | $0 | $6,140 | $0 | $3,355 | $0 | $191,615 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER POLICY, AAPA PROVIDES TRAVEL FOR COMPANIONS FOR ITS BOARD PRESIDENT AND VICE PRESIDENT/SPEAKER OF THE HOUSE TO ITS ANNUAL CONFERENCE. THIS BENEFIT IS CONSIDERED A NECESSARY BUSINESS EXPENSE AND IS NOT INCLUDED IN TAXABLE COMPENSATION TO THOSE RECEIVING THE BENEFIT. |
| PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2023: KAREN MORGAN - $190,240 PHILLIP BONGIORNO - $37,457 DEL BAKER-ROBERSON - $18,863 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THE FOLLOWING MEMBERS: FELLOW MEMBERS - A FELLOW MEMBER SHALL BE A PA WHO IS A GRADUATE OF A PA PROGRAM ACCREDITED BY THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA), OR BY ONE OF ITS PREDECESSOR AGENCIES (COMMITTEE ON ALLIED HEALTH EDUCATION AND ACCREDITATION [CAHEA], COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS [CAAHEP]) OR WHO HAS PASSED THE PHYSICIAN ASSISTANT NATIONAL CERTIFYING EXAMINATION (PANCE) ADMINISTERED BY THE NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS (NCCPA) OR AN EXAMINATION ADMINISTERED BY ANOTHER AGENCY APPROVED BY THE ACADEMY. FELLOW MEMBERS MUST SATISFY SUCH CONTINUING MEDICAL AND/OR MEDICALLY RELATED EDUCATIONAL REQUIREMENTS AS MAY BE PRESCRIBED BY THE ACADEMY. NON-CLINICAL FELLOW MEMBERS WILL NOT BE REQUIRED TO MAINTAIN CONTINUING MEDICAL EDUCATION (CME). FELLOW MEMBERS SHALL BE ENTITLED TO VOTE AND HOLD OFFICE. STUDENT MEMBERS - A STUDENT MEMBER IS AN INDIVIDUAL WHO IS ENROLLED IN AN ARC-PA OR SUCCESSOR AGENCY APPROVED PA PROGRAM. STUDENT MEMBERS ARE ONLY ELIGIBLE TO HOLD ELECTED OFFICE IN THE STUDENT ACADEMY OR AS OTHERWISE PROVIDED IN THESE BYLAWS. THE STUDENT BOARD OF DIRECTORS AND APPORTIONED STUDENT MEMBERS OF THE HOUSE OF DELEGATES SHALL BE ENTITLED TO VOTE IN AAPA GENERAL ELECTIONS. AFFILIATE MEMBERS - AFFILIATE MEMBERS SHALL CONSIST OF INDIVIDUALS FROM OTHER HEALTH PROFESSIONS, REPRESENTATIVES OF BUSINESSES ENGAGED IN SELLING PRODUCTS OR SERVICES TO PAS, OR INDIVIDUALS WHO DO NOT QUALIFY FOR ANY OTHER MEMBERSHIP CATEGORY AND DESIRE TO ASSOCIATE WITH THE ACADEMY. AFFILIATE MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. HONORARY MEMBERS - HONORARY MEMBERSHIP MAY BE CONFERRED BY THE ACADEMY UPON NON-PAS WHO HAVE RENDERED DISTINGUISHED SERVICE TO THE PA PROFESSION. HONORARY MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. ALL HONORARY MEMBERS SHALL BE EXEMPT FROM THE PAYMENT OF DUES. RETIRED MEMBERS - A RETIRED MEMBER SHALL BE A PA WHO IS A FORMER FELLOW MEMBER WHO HAS CHOSEN TO RETIRE FROM THE PROFESSION AND OPTS TO BE CLASSIFIED AS A RETIRED MEMBER. RETIRED MEMBERS SHALL BE ENTITLED TO VOTE BUT SHALL NOT HOLD OFFICE. PRE-PA MEMBERS - A PRE-PA MEMBER IS AN INDIVIDUAL WHO PLANS TO APPLY TO PA SCHOOL. PRE-PA MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7A | FOR THE BOARD OF DIRECTORS ELECTIONS, ELIGIBLE VOTERS ARE FELLOW AND RETIRED MEMBERS, AND MEMBERS OF THE STUDENT ACADEMY BOARD OF DIRECTORS AND THE STUDENT DELEGATION OF THE HOUSE OF DELEGATES WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. FOR HOUSE OF DELEGATES ELECTIONS, ELIGIBLE VOTERS ARE SEATED DELEGATES WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. THE STUDENT ACADEMY PRESIDENT, WHO SERVES AS THE STUDENT DIRECTOR ON THE BOARD OF DIRECTORS, IS ELECTED BY STUDENT MEMBERS WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | TO BE ADOPTED, AN AMENDMENT TO THE BYLAWS SHALL BE APPROVED BY THE BOARD OF DIRECTORS AND BY A TWO-THIRDS VOTE OF ALL DELEGATES PRESENT AND VOTING OF THE HOUSE OF DELEGATES. THE ACADEMY SHALL HAVE A HOUSE OF DELEGATES, WHICH SHALL REPRESENT THE INTEREST OF THE MEMBERSHIP. THE HOUSE OF DELEGATES SHALL EXERCISE THE SOLE AUTHORITY ON BEHALF OF THE ACADEMY TO ENACT POLICIES ESTABLISHING THE COLLECTIVE VALUES, PHILOSOPHIES, AND PRINCIPLES OF THE PA PROFESSION. THE HOUSE OF DELEGATES SHALL BE ENTITLED TO VOTE ON AMENDMENTS TO THE BYLAWS ON BEHALF OF THE MEMBERS IN ACCORDANCE WITH ARTICLE XIV. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PROVIDED TO THE AAPA FINANCE COMMITTEE AND GOVERNING BODY FOR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS WERE COLLECTED FOR ALL BOARD MEMBERS, VOLUNTEERS AND SENIOR MANAGEMENT TEAM. |
| FORM 990, PART VI, SECTION B, LINE 15 | AAPA USES QUATT ASSOCIATES TO SURVEY THE MARKET FOR THE APPROPRIATE COMPENSATION FOR OUR STAFF INCLUDING THE CEO. THE AAPA BOARD APPROVES THE CEO'S COMPENSATION BASED ON THE RESULTS OF SALARY SURVEY AND PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC BY KEEPING A PUBLIC INSPECTION 990 ON FILE AT THE HEADQUARTERS OFFICE AFTER IT HAS BEEN COMPLETED AND FILED WITH IRS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AAPA ALSO PUTS AN ELECTRONIC COPY OF GOVERNING DOCUMENTS, POLICIES, TAX RETURNS, AND FINANCIAL STATEMENTS ON THE AAPA WEBSITE FOR PUBLIC INSPECTION PURPOSE. |
| FORM 990, PART IX, LINE 11G | TITLE CHANGE INVESTIGATION 4,690,785. SUBCONTRACTOR-GRANT EXPENSES 534,723. PAYROLL MANAGEMENT FEES 49,261. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPA | ||||||||||
| 2318 MILL ROAD | ALEXANDRIA | VA | 22314 | 541071370 | EMPOWERS THE PA PROFESSION TO IMPACT THE HEALTH & WELLNESS OF THE COMMUNITY | VA | 501(C)(3) | LINE 12A, I | AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES | Yes (1) |
| AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES POLITICAL ACTION COMMITTEE | ||||||||||
| 2318 MILL ROAD | ALEXANDRIA | VA | 22314 | 541132594 | POLITICAL ACTIVITIES | VA | 527 | AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| PHYSICIAN ASSOCIATE FOUNDATION | |
| Q | $713,131 |
| PHYSICIAN ASSOCIATE FOUNDATION | |
| R | $240,000 |
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